KK
KK

Krista Susanne Kramer

21 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningEducation PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,760 clients
Average Client Portfolio
$467K average
Assets Under Management
$822.1M

Fee Structure

Minimum Investment:None
Loading...

Location

5000 Horizons Drive, Upper Arlington, OH, 43220

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Krista is a wealth advisor at TCP Asset Management, LLC and owner of NLH Financial Services LLC. She is also a licensed agent for non-variable insurance since 2007 and a financial coach, though the coaching is not investment-related.

Employment History
Current Registrations
Tcp Asset Management, LLC
March 2017 - Present · 8 yrs 11 mos
United Planners' Financial Services of America a Limited PartnerBroker
November 2016 - Present · 9 yrs 3 mos
Previous Registrations
Lincoln Financial Advisors CorporationBroker
September 2004 - December 2016 · 12 yrs 3 mos
The Lincoln National Life Insurance CompanyBroker
September 2004 - September 2007 · 3 yrs
State Registrations10 states
ALCACOILINMIMOMTOHSC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.